Diversify Wealth Management, LLC American Centy ETF Tr Avantis Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 9,252 shares of AVLV stock, worth $651,433. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,252Holding current value
$651,433% of portfolio
0.06%Shares
1 transactions
Others Institutions Holding AVLV
# of Institutions
285Shares Held
57.2MCall Options Held
100Put Options Held
0-
Wealth Enhancement Advisory Services, LLC7.71MShares$543 Million1.14% of portfolio
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Merriman Wealth Management, LLC2.01MShares$142 Million5.61% of portfolio
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Envestnet Asset Management Inc1.77MShares$125 Million0.04% of portfolio
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Pure Financial Advisors, LLC1.67MShares$117 Million2.72% of portfolio
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Ameriprise Financial Inc Minneapolis, MN1.62MShares$114 Million0.03% of portfolio